The United Nations: Restrictions on fertilizer and energy trade may trigger a food crisis.

By: keiko

As the conflict in the Middle East intensifies, the United Nations has urged countries not to restrict the transportation of energy and fertilizers, warning that such restrictions in the past have exacerbated the global surge in food prices. The Food and Agriculture Organization of the United Nations said that agricultural inputs must resume flowing through […]

Westpac: The rally in the AUD/NZD may have peaked.

By: keiko

The year-long rally of the Australian dollar against the New Zealand dollar may have peaked, strategists say, as hawkish remarks from the Reserve Bank of New Zealand are boosting the appeal of the kiwi. The New Zealand dollar retreated from a 13-year high on Wednesday after the Reserve Bank of New Zealand revealed that policymakers […]

After the US-Iraq War, the reserve status of the US dollar will further decline.

By: keiko

The war between the United States and Iran has brought about a potentially irreversible pressure on the global trade system. For the first time in decades, gold reserves have exceeded the dollar assets held by central banks after valuation adjustments. It is still too early for the United States and Iran to declare a ceasefire, […]

The Reserve Bank of New Zealand: If inflation rises, it will act resolutely.

By: keiko

New Zealand’s central bank governor, Anna Bollard, said on Thursday that if core inflation accelerates due to the soaring fuel prices caused by the conflict in the Middle East, the country’s central bank will respond by raising interest rates. In an interview with Bloomberg Television, Breman said, “The balance of risks regarding inflation has shifted, […]

Banks are accelerating the transfer of default risks on large enterprise loans.

By: keiko

Banks are issuing a record amount of risk transfer bonds at a rapid pace, using the tool to hedge against broader loan risks, including leveraged buyouts and financing. According to data from credit investment firm Crescent Capital, lenders mainly from Europe and North America issued $41 billion in Special Resolution Tool (SRT) bonds in 2025, […]

Blackstone’s private credit fund suffered its first monthly loss in three years.

By: keiko

Blackstone Group’s flagship private credit fund suffered its first monthly loss in more than three years, a clear sign of the weakening performance in the $1.8 trillion market. According to its official website, the $83 billion BCRED fund declined by 0.4% in February, marking its first monthly drop since September 2022. The website also shows […]

The Trump administration’s new proposal: Encouraging pension institutions to invest in alternative assets such as “private credit”

By: keiko

Under a new proposal from the Trump administration, these changes could make it easier for 401(k) plans to include private credit, private equity, cryptocurrencies and real estate investments. The Department of Labor’s plan is currently seeking public comment and aims to ease the threat of class-action lawsuits that have deterred some employers from increasing alternative […]

The energy industry warns: The crisis has only just begun.

By: keiko

The largest oil supply shock in history has persisted for a month. Oil prices have soared, and global economic growth expectations have been revised downward. From Thailand to Pakistan, oil shortages have emerged across Asia. But the energy industry warns that this crisis has only just begun. Many industry executives draw parallels between this crisis […]